CAIFX Alternatives & Similar Mutual Funds

American Funds Capital Income Builder Fund Class F-2 (CAIFX) belongs to the Dividend category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with CAIFX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.

Cheapest Alternatives to CAIFX

CAIFX charges 0.37% annually. There are 7 mutual funds in the Dividend category with lower expense ratios, going as low as 0.07%.

Symbol	Name	Expense Ratio	AUM	Inception
VDADX	Vanguard Dividend Appreciation Index Fund Admiral ...	0.07%	129.60B	Dec 2013	CAIFX vs VDADX
VHYAX	Vanguard High Dividend Yield Index Fund Admiral Sh...	0.08%	96.20B	Feb 2019	CAIFX vs VHYAX
VIHAX	Vanguard International High Dividend Yield Index F...	0.16%	20.40B	Mar 2016	CAIFX vs VIHAX
VEIRX	Vanguard Equity Income Fund Admiral Shares	0.19%	65.40B	Aug 2001	CAIFX vs VEIRX
VDIGX	Vanguard Dividend Growth Fund	0.20%	35.70B	May 1992	CAIFX vs VDIGX

Best Risk-Adjusted Alternatives to CAIFX

CAIFX has a PortfoliosLab risk / return rank of 87. There are 20 mutual funds in the Dividend category with higher risk-adjusted ranks, going as high as 94.

Symbol	Name	Risk / Return Rank	AUM	Inception
SVAAX	Federated Hermes Strategic Value Dividend Fund Cla...	94	—	Mar 2005	CAIFX vs SVAAX
VIHAX	Vanguard International High Dividend Yield Index F...	94	20.40B	Mar 2016	CAIFX vs VIHAX
GSGRX	Goldman Sachs Equity Income Fund	94	—	Feb 1993	CAIFX vs GSGRX
REAYX	Russell Investments Equity Income Fund	93	—	Mar 2000	CAIFX vs REAYX
PMAIX	Pioneer Multi-Asset Income Fund A	93	—	Dec 2011	CAIFX vs PMAIX

Top Performing CAIFX Alternatives (YTD)

CAIFX is at 10.59% YTD. There are 57 mutual funds in the Dividend category with higher YTD returns, going as high as 20.50%.

Symbol	Name	YTD Return	AUM	Inception
TRDIX	Transamerica Sustainable Equity Income Fund	20.50%	—	Jan 2013	CAIFX vs TRDIX
EQIIX	Allspring Emerging Markets Equity Income Fund	19.85%	—	May 2012	CAIFX vs EQIIX
GSGRX	Goldman Sachs Equity Income Fund	18.64%	—	Feb 1993	CAIFX vs GSGRX
REAYX	Russell Investments Equity Income Fund	17.91%	—	Mar 2000	CAIFX vs REAYX
EQNIX	MFS Equity Income Fund	17.78%	—	Sep 2012	CAIFX vs EQNIX

Lowest Volatility Alternatives to CAIFX

CAIFX has 8.18% 1-year volatility. There are 2 mutual funds in the Dividend category with lower 1-year volatility, going as low as 5.96%.

Symbol	Name	Volatility 1Y	AUM	Inception
PMAIX	Pioneer Multi-Asset Income Fund A	5.96%	—	Dec 2011	CAIFX vs PMAIX
AMECX	American Funds The Income Fund of America Class A	7.40%	—	Dec 1973	CAIFX vs AMECX
TWEIX	American Century Equity Income Fund	8.58%	6.45B	Aug 1994	CAIFX vs TWEIX
ACIIX	American Century Equity Income Fund Class I	8.60%	—	Jul 1998	CAIFX vs ACIIX
PDT	John Hancock Premium Dividend Fund	8.90%	—	Dec 1989	CAIFX vs PDT

Lowest Drawdown Alternatives to CAIFX

CAIFX has a 1-year max drawdown of -6.47%. There are 15 mutual funds in the Dividend category with shallower 1-year drawdowns, going as shallow as -4.07%.

Symbol	Name	Max Drawdown 1Y	AUM	Inception
PMAIX	Pioneer Multi-Asset Income Fund A	-4.07%	—	Dec 2011	CAIFX vs PMAIX
SVAAX	Federated Hermes Strategic Value Dividend Fund Cla...	-4.71%	—	Mar 2005	CAIFX vs SVAAX
PDT	John Hancock Premium Dividend Fund	-5.38%	—	Dec 1989	CAIFX vs PDT
GSGRX	Goldman Sachs Equity Income Fund	-5.48%	—	Feb 1993	CAIFX vs GSGRX
CDDYX	Columbia Dividend Income Fund Institutional 3 Clas...	-5.51%	—	Nov 2012	CAIFX vs CDDYX

Other Mutual Funds from American Funds

The 10 most viewed American Funds mutual funds shown here include ABALX, AIVSX, AWSHX and span 6 categories.

Symbol	Name	Category	Risk / Return Rank	YTD Return	AUM	Inception
ABALX	American Funds American Balanced Fund Class A	Diversified Portfolio	78	8.43%	—	Jul 1975	CAIFX vs ABALX
AIVSX	American Funds Investment Company of America Class...	Large Cap Blend Equities	40	9.73%	—	Jan 1934	CAIFX vs AIVSX
AWSHX	American Funds Washington Mutual Investors Fund Cl...	Large Cap Blend Equities	55	8.99%	—	Jul 1952	CAIFX vs AWSHX
RGAGX	American Funds The Growth Fund of America Class R-...	Large Cap Growth Equities	19	5.80%	—	Dec 1973	CAIFX vs RGAGX
RERGX	American Funds EUPAC Fund Class R-6	Foreign Large Cap Equities, Large Cap Growth Equities, Actively Managed	48	10.30%	—	May 2009	CAIFX vs RERGX
ANCFX	American Funds Fundamental Investors Class A	Large Cap Blend Equities, Actively Managed	61	13.21%	—	Aug 1978	CAIFX vs ANCFX
ANWPX	American Funds New Perspective Fund Class A	Global Equities, Large Cap Growth Equities, Actively Managed	23	4.94%	—	Mar 1973	CAIFX vs ANWPX
GFFFX	American Funds The Growth Fund of America Class F-...	Large Cap Growth Equities	19	5.73%	—	Dec 1973	CAIFX vs GFFFX
AMCPX	American Funds AMCAP Fund Class A	Large Cap Growth Equities	17	4.76%	—	Jan 1967	CAIFX vs AMCPX
GWPAX	American Funds Growth Portfolio Class A	Diversified Portfolio	32	8.46%	—	May 2012	CAIFX vs GWPAX

Often Compared With CAIFX

Investors most often compare CAIFX with AMINX, OIEIX, GSPAX. These 20 comparison targets span 5 categories, based on PortfoliosLab usage data.

Symbol	Name	Category	Risk / Return Rank	YTD Return	AUM	Inception
AMINX	Amana Income Fund Institutional Class	Dividend	54	12.96%	—	Sep 2013	CAIFX vs AMINX
OIEIX	JPMorgan Equity Income Fund Class A	Dividend	90	16.45%	—	—	CAIFX vs OIEIX
GSPAX	Goldman Sachs U.S. Equity Dividend and Premium Fun...	Dividend	76	10.87%	—	Aug 2010	CAIFX vs GSPAX
GSAKX	Goldman Sachs International Equity Income Fund Cla...	Foreign Large Cap Equities, Dividend	82	15.60%	—	Jun 2007	CAIFX vs GSAKX
MDDVX	BlackRock Equity Dividend Fund Investor A Shares	Dividend	88	16.19%	—	Oct 1994	CAIFX vs MDDVX
NFJ	Virtus Dividend, Interest and Premium Strategy Fun...	Dividend	93	24.19%	—	Feb 2005	CAIFX vs NFJ
PJDZX	PGIM Jennison Rising Dividend Fund	Large Cap Blend Equities, Dividend	74	10.62%	—	Mar 2014	CAIFX vs PJDZX
IHGIX	Hartford Dividend and Growth Fund Class A	Dividend	90	13.20%	—	Jul 1996	CAIFX vs IHGIX
EOD	Allspring Global Dividend Opportunity Fund	Dividend	84	17.11%	—	Mar 2007	CAIFX vs EOD
HTD	John Hancock Tax-Advantaged Dividend Income Fund	Dividend	43	13.64%	—	Feb 2004	CAIFX vs HTD
ABNFX	American Funds The Bond Fund of America® Class F-2	Intermediate Core Bond	12	-1.23%	—	Aug 2008	CAIFX vs ABNFX
FDGDX	Fidelity Advisor 529 Dividend Growth Portfolio Cla...	Dividend	79	16.18%	—	Apr 2015	CAIFX vs FDGDX
FINFX	American Funds Fundamental Investors® Class F-2	Large Cap Blend Equities, Dividend	62	13.33%	—	Aug 1978	CAIFX vs FINFX
EVT	Eaton Vance Tax-Advantaged Dividend Income Fund	Dividend	90	18.54%	—	Sep 2003	CAIFX vs EVT
GDV	The Gabelli Dividend and Income Trust	Dividend	79	12.00%	—	Nov 2003	CAIFX vs GDV
EXG	Eaton Vance Tax-Managed Global Diversified Equity ...	Dividend, Global Equity Income	64	8.50%	—	Feb 2007	CAIFX vs EXG
DHY	Dimensional High Yield Equity Fund	Dividend	0	-8.27%	—	Jan 2013	CAIFX vs DHY
VADGX	Vanguard Advice Select Dividend Growth Fund	Large Cap Blend Equities, Dividend	21	3.47%	—	Nov 2021	CAIFX vs VADGX
FRDTX	Franklin Rising Dividends Fund Class C	Large Cap Blend Equities, Dividend	34	7.53%	—	Jul 1996	CAIFX vs FRDTX
SCHD	Schwab U.S. Dividend Equity ETF	Dividend	95	24.36%	104.16B	Oct 2011	CAIFX vs SCHD

Compare CAIFX with Any Fund or Stock

Compare CAIFX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.

Symbol name

Diversifiers

Pair CAIFX with funds that move differently

American Funds Capital Income Builder Fund Class F-2 alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to CAIFX.

Explore CAIFX Diversifiers

American Funds Capital Income Builder Fund Class F-2 (CAIFX) Alternatives